Added to YB: 2025-12-29
Pitch date: 2025-12-24
QXO [bullish]
QXO, Inc.
-21.23%
current return
Author Info
No bio for this author
Company Info
QXO, Inc. distributes roofing, waterproofing and complementary building products in the United States and Canada.
Market Cap
N/A
Pitch Price
$21.62
Price Target
N/A
Dividend
N/A
EV/EBITDA
21.04
P/E
N/A
EV/Sales
1.57
Sector
Trading Companies and Distributors
Category
growth
CEO SERIES — Brad Jacobs (QXO)
QXO: Jacobs building distribution platform via acquisitions like Beacon Roofing. Targets fragmented $800B+ building products market with operational standardization - centralized pricing, procurement, inventory mgmt to stop 'leakage.' Risk: integration debt & cycle timing. Bull case: becomes infrastructure default with pricing power & cash generation once system disciplines installed across network.
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